Fmb Wealth Management Dimensional ETF Tr Inflation P Transaction History
Fmb Wealth Management
- $177 Billion
- Q3 2024
A detailed history of Fmb Wealth Management transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Fmb Wealth Management holds 20,568 shares of DFIP stock, worth $838,968. This represents 0.49% of its overall portfolio holdings.
Number of Shares
20,568
Previous 20,002
2.83%
Holding current value
$838,968
Previous $817 Million
6.47%
% of portfolio
0.49%
Previous 0.62%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$142 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.4 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.7 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.4 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.5 Million3.51% of portfolio